If you buy MYOB Essentials subscriptions on behalf of your clients, managing those subscriptions just got easier.
The Partner Dashboard now has a Bureau column, so you can see at a glance which businesses you pay the subscription for and which are paid for directly by your client. You can even sort your businesses by the Bureau column, grouping together all the subscriptions you pay.
If you’re just starting out with buying MYOB Essentials subscriptions, here’s a quick guide to getting up and running.
First, get in touch with your Partner Manager to organise purchasing MYOB Essentials subscriptions. (They can offer you a special price.)
When you’ve purchased these subscriptions, they’ll appear in your Partner Dashboard, ready for you to set up for your clients. You’ll be able to tell which ones they are by the tick in the Bureau column.
Unlike other files you might set up, you don’t need to transfer ownership of the business to your client. Instead, invite your client to access their file. To do this, open the business, and select Users from the setting menu.
Then enter your client’s details. We recommend adding them as a Standard User, rather than an Administrator.
When your client accepts your invitation, you’ll be able to work together on their MYOB Essentials business information together.